How is the battle between Open AI and Anthropic shaping up now that they're both basically building the same product?

And what is the future of AI agents? Let's talk about it with Box CEO Aaron Levy right after this.

Welcome to Big Technology Podcast, a show for cool-headed and nuanced conversation of the tech world and beyond.

We have a great show for you today. We're going to unpack the

battle between Open AI and Anthropic now that their product roadmaps have pretty much converged.

And we'll also talk about the future and the present of AI agents and where that technology is

heading. And joining us is Aaron Levy of Box, CEO of Box. Aaron. Thank you. Welcome. Yeah, good to be here.

I certainly like the framing on the battle.

You know, I think it's, to some extent, it was sort of an inevitable outcome because if you think

about it, like if you have this AI model that is super intelligence packed into a model,

it eventually has to converge on, on, you know, all of this, all the same use

cases will be represented by that. And so then I think the labs eventually need to compete head-to-head,

you know, for all those use cases. Yeah, I'm glad to get this discussion going even before the

first question comes out. I was like, I was like, I'll frame, your intro was basically a question, so why not?

That's right, but it is really what's happening. So just to frame it, we saw Anthropic take the lead in Enterprise. Yeah. And Open AI seemed satisfied. For coding, yes. For coding, yes. For coding, but also they were selling into enterprises through the API. Yeah. where my belief initially about Anthropic came that as Anthropic goes, so goes

AI because if this technology is useful to businesses, that means that the cap on the amount

of money that it can make is going to be higher.

So Anthropic made this big bet on enterprise and on coding and crushed it.

And Open AI made this big bet on consumer.

ChatGAPT, by the way, is probably at a billion users right now,

even if it's not announced.

Yep.

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